Plan5500

Provident Bank Pension Plan — Form 5500 plan (Provident Bank)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Provident Bank Pension Plan is a benefit plan reported by Provident Bank under EIN 22-1211130 and plan number 001. The latest loaded filing year is 2023. The filing reports 383 participants and $52,734,494 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Provident Bank
EIN
22-1211130
Plan number
001
Plan type
2
Location
Iselin, NJ
Latest filing year
2023
Participants
383
End-of-year plan assets
$52,734,494

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023383H, C20241004163845NAL0011650209001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$52,734,494
Total liabilities (EOY)
$0
Net assets (EOY)
$52,734,494
Net assets (BOY)
$47,922,078

Income & contributions

Total contributions
$0
Total income / additions
$6,626,836

Expenses & distributions

Benefits paid
$1,646,259
Administrative expenses
$168,161
Total expenses
$1,814,420
Net increase / (decrease)
$4,812,416

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Captrust Financial AdvisorsCONTRACT ADMINISTRATOR$63,765not reported in the loaded dataset2023
Csb AssociatesPLAN ADMINISTRATOR$45,500not reported in the loaded dataset2023
Angell Pension Group Inc.PLAN ADMINISTRATOR$10,000not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$9,792$02023

Related Form 5500 pages